10/06/2024 Real & Alternative Assets A core allocation to CTAs might be as wise as going tactical This paper reviews the pros and cons of several allocation methods to CTAs.
10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
6/06/2024 Emerging Markets India's election outcome and its economic implications The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.
6/06/2024 Economy & Markets Biden vs Trump: high stakes in US elections This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.
4/06/2024 Podcasts Outerblue Convictions – Global Investment Views – Data drivi... Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...
3/06/2024 US consumer shows confidence A latest survey reading of US consumers rose in May, after declining for three months in a row.
31/05/2024 Investment Views Global Investment Views - June 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
22/05/2024 Research Emerging Market Green Bonds - Report 2023 Find out more on the 2023 growth and outlook of the sustainable bond market in emerging markets and developing economies (EMDEs).
21/05/2024 US consumer price pressures are subsiding US inflation is subsiding and this could be positive for bonds